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Legacy Wealth Asset Management’s Victory Capital Holdings VCTR Stock Holding History

Legacy Wealth Asset Management’s Portfolio VCTR Stock Details VCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.3M Sell
11,778
-4,014
-25% -$425K 0.29% 97
2026
Q2 		$1.33M Sell
15,792
-1,683
-10% -$135K 0.29% 92
2026
Q1 		$1.14M Sell
17,475
-197
-1% -$13.7K 0.28% 97
2025
Q4 		$1.11M Buy
17,672
+823
+5% +$52.4K 0.27% 101
2025
Q3 		$1.09M Sell
16,849
-1,817
-10% -$125K 0.27% 104
2025
Q2 		$1.19M Sell
18,666
-1,543
-8% -$92.8K 0.3% 84
2025
Q1 		$1.17M Sell
20,209
-4,130
-17% -$262K 0.32% 84
2024
Q4 		$1.59M Buy
24,339
+712
+3% +$45.1K 0.43% 57
2024
Q3 		$1.31M Sell
23,627
-518
-2% -$26.7K 0.35% 77
2024
Q2 		$1.15M Sell
24,145
-161
-0.7% -$7.88K 0.33% 80
2024
Q1 		$1.03M Buy
24,306
+7,891
+48% +$291K 0.29% 96
2023
Q4 		$565K Buy
16,415
+107
+0.7% +$3.42K 0.19% 193
2023
Q3 		$544K Buy
16,308
+3,254
+25% +$109K 0.2% 175
2023
Q2 		$412K Buy
13,054
+80
+0.6% +$2.47K 0.14% 246
2023
Q1 		$380K Buy
12,974
+2,374
+22% +$72.2K 0.14% 266
2022
Q4 		$284K Sell
10,600
-4
-0% -$112 0.11% 291
2022
Q3 		$247K Sell
10,604
-880
-8% -$23.4K 0.11% 286
2022
Q2 		$277K Buy
+11,484
New +$309K 0.11% 243

Other funds holding VCTR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Wealth Asset Management's VCTR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Victory Capital Holdings (VCTR) stake by 25% in Q3 2026, selling an estimated $425K and leaving 11,778 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #97.

Legacy Wealth Asset Management first reported a position in VCTR in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.59M in Q4 2024. 13 funds tracked by Wall St. Rank hold VCTR as of Q3 2026.

  • Legacy Wealth Asset Management held 11,778 shares of Victory Capital Holdings worth $1.3M as of Q3 2026.
  • Legacy Wealth Asset Management sold 4,014 Victory Capital Holdings shares in Q3 2026, an estimated $425K.
  • Victory Capital Holdings made up 0.29% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #97 holding.
  • Legacy Wealth Asset Management first reported a position in Victory Capital Holdings in Q2 2022 and has held it in 18 quarters since.
  • Legacy Wealth Asset Management's Victory Capital Holdings position peaked at $1.59M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.